Client Care Specialist

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Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California. Banc of California is one of the nation’s premier relationship‑based business banks focused on providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full‑service branches throughout California and Denver, Colorado, as well as full‑stack payment processing solutions through Banc Edge.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

Performs a variety of bank related functions while providing an exceptional service experience to our clients. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

• Answers incoming calls from clients and branches related to checking and savings accounts, debit cards, certificate of deposits and loans. The role will be the point‑of‑contact to service existing or new clients with account maintenance.
• Troubleshoots and resolves client inquiries regarding online websites and mobile applications including maintenance and passwords. This may include third‑party support of HOA, digital wallet and other client‑facing platforms. If aligned to support clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity.
• Research and resolve client inquiries in a timely manner or route them to the appropriate parties for support and/or resolution. Complete service request forms if applicable.
• Perform maintenance and provide support to the Bank’s consumer and commercial customers for Debit Card products. Process requests for maintenance and modifications to existing card products and services. Ensure that the implementation and delivery of card services is completed within agreed upon time frames, adhering to policies, procedures, and regulatory requirements.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.

• Prior client service experience preferred
• Prior banking or financial services industry experience preferred
• Ability to work in a collaborative, team‑oriented environment.
• Must demonstrate a passion for client service.
• Intermediate knowledge of adherence to Electronic Check Clearing House Organization and National Automated Clearing House Association Rules.
• Effective organizational and time management skills.
• Intermediate skills in computer terminal and personal computer operation;
  Microsoft Office applications including but not limited to:
  Word, Excel, PowerPoint and Outlook.
• Intermediate typing skills to meet production needs of the position.
• Intermediate math skills; calculating interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; computing rate, ratio and percent, including the drafting and interpretation of bar graphs.
• Oral,…